M&A Growth to Exit

Our business clients & private equity professionals experience significant planning requirements at the startup, growth and exit phases. We design our M&A advisory around these key phases to deliver:

  • advanced tax & financial consulting in the startup/growth phase
  • transaction advisory in the growth/recap phase
  • business sale planning & preparation for the exit phase



M&A Transaction Advisory: Our transaction advisory includes tax/financial due diligence and structuring, quality of earnings analysis, and review of the underlying financial models for acquisitions/portfolio investments. As applicable to a client's particular fund or transaction, our advisory can encompass strategic review of a deal opportunity, design support of post-acquisition strategic finance initiatives, and post-transaction financial accounting & tax consulting.

Business Exit Planning: Our exit planning model aims to integrate a sound sale strategy into an effective sale preparation. We work with management to drive & defend value through disciplined financial & risk management. We focus our M&A advisory to family & closely-held businesses, serviced by our affiliated CPA firm, who wish to retain us for the planning & execution of a company full sale. For venture backed start-ups & lower middle market companies, we provide transaction advisory on an exit in coordination with management and its representatives.